Chapter 10: Worked Case Studies

10.1 Case A: Acquisition of Nova Ltd. – Full Consolidation

Scenario: Orion Ltd. acquires 80% of Nova Ltd. for \$6,000,000. Nova’s identifiable net assets at fair value are \$5,500,000. NCI is measured at fair value.

  1. Calculate NCI at fair value: 20% × 5,500,000 = \$1,100,000
  2. Calculate goodwill (full goodwill method):
    6,000,000 + 1,100,000 – 5,500,000 = \$1,600,000
-- Consolidation entry at acquisition:
Dr Identifiable net assets       5,500,000
Dr Goodwill                      1,600,000
  Cr Investment in Nova                  6,000,000
  Cr Non-controlling interest            1,100,000

Then eliminate Nova’s equity against identifiable net assets:

-- Eliminate subsidiary equity:
Dr Share capital (Nova)          3,000,000
Dr Retained earnings (pre-acq)   1,780,000
Dr Other reserves (if any)        720,000
  Cr Identifiable net assets             5,500,000

10.2 Case B: Sale and Leaseback Transaction

Scenario: Entity S sells machinery (carrying amount \$400,000) to Lessor M for \$500,000 and leases it back over 5 years with annual payments of \$120,000. The transfer qualifies as a sale under IFRS 15 and a lease under IFRS 16.

  1. Derecognise sold asset and recognise gain:
    Dr Cash 500,000 Cr Property, plant & equipment 400,000 Cr Gain on sale of PPE 100,000
  2. Recognise right-of-use asset and lease liability:
    Dr Right-of-use asset 500,000 Cr Lease liability 500,000
  3. Subsequent accounting each year:
    • Amortise ROU asset: \$500,000 ÷ 5 yrs = \$100,000 p.a.
    • Finance cost on lease liability at implicit rate.

10.3 Case C: Joint Venture Accounting – Equity Method

Scenario: Entity A and Entity B each invest \$600,000 in JV AB for a 50% interest. At year-end, the JV reports profit of \$100,000 and pays dividends of \$40,000.

  1. Initial recognition of investment:
    Dr Investment in JV AB 600,000 Cr Cash 600,000
  2. Recognise share of profit (50% × 100,000 = \$50,000):
    Dr Investment in JV AB 50,000 Cr Share of profit from JV 50,000
  3. Record receipt of dividends (50% × 40,000 = \$20,000):
    Dr Cash 20,000 Cr Investment in JV AB 20,000